﻿Automation Playbook - Administration (Portuguese only) — version 1.0.0
SAPPHIRE BUSINESS TECHNOLOGY

▶ Watch how to use it (video): https://www.youtube.com/@SafiraConsultoria

WHAT THIS PRODUCT DOES
An interactive guide that walks you through the administrative department process by process and leaves you with a plan to optimise and automate it: from a well-built spreadsheet to an app in Power Apps or AppSheet. It covers 75 processes in 8 areas, with checklists, spreadsheet templates and the path to automation.

All screens and content are in Brazilian Portuguese. The product is free: no license, no activation and no internet connection.

Button and tab names used in this file, as they appear on screen: "How to use" = "Como usar", "Save" = "Salvar", "Open existing spreadsheet" = "Abrir planilha existente", "Create backup" = "Criar backup".

REQUIREMENTS
- Google Chrome or Microsoft Edge (both free), on Windows or Mac.
- Nothing to install. The product is a single file: PLAYBOOK-DE-AUTOMACAO-ADMINISTRATIVO.html
- Safari and Firefox open the product but cannot write directly to the spreadsheet. Use Chrome or Edge.

HOW TO OPEN
- Windows: right-click PLAYBOOK-DE-AUTOMACAO-ADMINISTRATIVO.html > Open with > Google Chrome (or Microsoft Edge).
- Mac: right-click PLAYBOOK-DE-AUTOMACAO-ADMINISTRATIVO.html > Open with > Google Chrome (or Microsoft Edge).
- Tip: keep the file in a fixed folder (for example, Documents) and always open the same file.

STEP BY STEP
1. In "Configurações", fill in your profile: company size, segment, Microsoft or Google, comfort with spreadsheets and the number of people in each area.
2. In "Jornada" > "Raio-X", answer 8 quick questions per area to see your maturity level.
3. In "Jornada" > "Inventário", go through the 75 processes and mark what you do. Click "Adotar" on the ones you want to improve.
4. In "Jornada" > "Matriz", see impact × ease and start with the quick wins.
5. In "Oficina", step 1 "Identifique": describe the process as it is today, draw the current flow and time it.
6. Step 2 "Isole variáveis": classify the information of each activity, write the rules and get the "Faça isto" (do this) list.
7. Step 3 "Otimize": design the future flow, generate the SOP (POP) and the connected spreadsheet.
8. Step 4 "Automatize": readiness test, technology selector, automation blueprint or app specification.
9. Step 5 "Mantenha": owner and backup person, scheduled reviews (.ics) and the automation inventory.

FREE PRODUCT
- This product is free: it has no license, needs no activation and does not use the internet.
- New versions are downloaded from the same place you got this file. To update, replace the .html file with the new one: your data stays in your spreadsheet.

WHERE YOUR DATA IS KEPT
- Everything you type is kept in an .xlsx spreadsheet on your computer, which opens in Excel and Google Sheets. Nothing is sent to the internet.
- The product makes no connections: links (video, WhatsApp and official pages) only open in the browser when you click them.
- Use the "Create backup" button often and keep the spreadsheet and the backups in a OneDrive or Google Drive folder.

THE DATA SPREADSHEET
- You can open and edit the spreadsheet in Excel. Just close it in Excel before clicking "Save" in the product.
- If the spreadsheet is changed in another program while the product is open, the product warns you before saving, so nothing is lost.
- Google Sheets: keep the spreadsheet in a Google Drive for desktop folder and open it directly. DO NOT use "Save as Google Sheets": the converted file no longer exists on disk and the product cannot open it anymore.
- Charts and pivot tables: ALWAYS create them in another file. Inside this spreadsheet they are lost when the product saves (in any sheet).
- Total rows: create them in another sheet or another file. A total row at the end of the table becomes a record.
- Avoid formulas that depend on the row above (such as a running balance): if the product removes that row, Excel shows #REF!, just as if you had deleted the row yourself.
- Do not turn the product sheets into an Excel "Table" (Ctrl+T).

BACKUP AND RESTORE
- Click "Create backup": the product saves a dated copy (backup_...xlsx) wherever you choose.
- To restore, click "Open existing spreadsheet" and choose the backup.

FREQUENTLY ASKED QUESTIONS
- Do I need to know Power Apps or programming?
  No. The playbook starts with a well-built spreadsheet (N1) and a report (N2), which you can do with Excel or Google Sheets only. Automation (N3) and apps (N4) appear when they make sense, with step-by-step recipes and a license badge.
- Does the playbook automate anything by itself?
  No. It guides, structures and generates files: spreadsheet templates, the connected spreadsheet, the SOP, the blueprint, the app specification and AI prompts. You build the automation in your company's Microsoft 365 or Google Workspace.
- Is the legal and licensing content valid for my company?
  The playbook is not legal, accounting or labour advice. Every deadline, obligation or license shows the research date ("Informações de MM/AAAA") and a link to the official source. Check with your accountant, lawyer or IT team before deciding.
- Can I use it with my team?
  Yes. Keep the spreadsheet in a OneDrive or Google Drive folder and take turns (one person at a time with the product open). To hear from the people who run a process, use the survey sheet ("Ficha de levantamento") in "Oficina": you send the spreadsheet and import the answers.
- What is the spreadsheet in the exemplos folder for?
  It is the spreadsheet of a fictitious company, Vértice Engenharia, with about 45 days of use. Open it with the "Abrir planilha existente" (open existing spreadsheet) button to see the Dashboard, the workshop and the plan filled in. To start your own, use "Criar nova planilha" (create new spreadsheet): the example does not mix with yours.
- Does my data leave my computer?
  No. Everything stays on your computer, in your spreadsheet. The product makes no internet connection.
- Do I need the internet?
  No. The whole product works offline. Only the links (video, WhatsApp and official pages) open in the browser when you click them.
- Which browser should I use?
  Chrome or Edge, on Windows or Mac. Both are free. Open the file with a double click.

SUPPORT
WhatsApp: +55 11 97836-6544
https://wa.me/5511978366544?text=Hello!%20I%20need%20help%20with%20the%20product%20Automation%20Playbook%20-%20Administration%20(Portuguese%20only)%20(v1.0.0).
